ESOP · DOL Form 5500 · 2022
K-Va-T Food Stores, Inc. ESOP
Data updated 2026-08-11
- $167M
- Total assets
- 8,100
- Participants
- 95th
- Percentile by assets
- $20,590
- Avg per participant
Official DOL plan name: K-Va-T Employees Profit Sharing and Stock Ownership Plan · Sponsored by K-Va-T Food Stores, Inc. · Virginia · Retail Trade
$167M in assets, 8,100 participants
K-Va-T Food Stores, Inc.'s K-Va-T Employees Profit Sharing and Stock Ownership Plan reported $167M in total assets and 8,100 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 95th percentile by assets (of 139,126 plans)
- #9,255 in Retail Trade (9,519 peers)
Coverage in Virginia
K-Va-T Employees Profit Sharing and Stock Ownership Plan covers 8,100 participants in Virginia, 10x the typical Virginia plan (state average ~782 per filing). Assets: $167M.
- $167M
- total plan assets (2022 EOY)
- 8,100
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $20,590
- avg assets per participant
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. K-Va-T Employees Profit Sharing and Stock Ownership Plan reports 8,100 participants - 10x that state average ($167M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $10M |
| Employer EIN | 550421484 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (K-Va-T Food Stores, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,641 | $309M |
| 2023 | 2 | 24,594 | $308M |
| 2024 | 2 | 25,516 | $339M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
K-Va-T Employees Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Scale composition for K-Va-T Employees Profit Sharing and Stock Ownership Plan
K-Va-T Employees Profit Sharing and Stock Ownership Plan reports $167M in end-of-year assets across 8,100 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $20,590 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was $10M.
This plan identity (EIN 550421484, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $167M to $147M (-11.6%) while covered participants moved from 8,100 to 11,521 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,100 | $167M | This page |
| 2023 | 11,072 | $141M | Open filing |
| 2024 · index core | 11,521 | $147M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- K-Va-T 401(k) Plan (401(k), $191M, 13,995 participants)
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (ESOP, $147M, 11,521 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to K-Va-T Employees Profit Sharing and Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did K-Va-T Employees Profit Sharing and Stock Ownership Plan assets move in 2022? ▼
How have K-Va-T Food Stores, Inc. plan assets changed over time? ▼
Where does K-Va-T Employees Profit Sharing and Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to K-Va-T Employees Profit Sharing and Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on K-Va-T Employees Profit Sharing and Stock Ownership Plan's numbers.
- By total assets, K-Va-T Employees Profit Sharing and Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- K-Va-T Food Stores, Inc.'s sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Retail Trade plans